Institutional Ownership Wisdomtree Yield Enhanced U.S. (AGGY)
This table provides information about the institutional ownership of Wisdomtree Yield Enhanced U.S. (AGGY). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $887 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
23,865
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,401
shares
|
$968,171
0.0% of portfolio
|
Q4 2024
Reduced 77.96%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
21,650
shares
|
$935,713
0.42% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
20,988
shares
|
$907,101
0.01% of portfolio
|
Q4 2024
Added 31.02%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
20,783
shares
|
$898,241
0.35% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
20,260
shares
|
$875,637
0.75% of portfolio
|
Q4 2024
Added 140.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,196
shares
|
$872,871
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
18,372
shares
|
$794,037
0.28% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
17,253
shares
|
$745,674
0.0% of portfolio
|
Q4 2024
Added 11.88%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
16,911
shares
|
$730,893
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
16,723
shares
|
$722,768
0.2% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
15,615
shares
|
$674,880
0.04% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,503
shares
|
$626,819
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
14,187
shares
|
$613,162
0.35% of portfolio
|
Q4 2024
Reduced 30.94%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
14,121
shares
|
$610,309
0.1% of portfolio
|
Q2 2023
Added 0.57%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
14,029
shares
|
$606,333
0.25% of portfolio
|
Q1 2024
Reduced 5.05%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,666
shares
|
$590,644
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
13,204
shares
|
$570,676
0.0% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,170
shares
|
$569,207
0.0% of portfolio
|
Q4 2024
Added 13.6%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
13,033
shares
|
$563,286
0.07% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
12,808
shares
|
$553,561
0.03% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
12,268
shares
|
$530,222
0.07% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
12,197
shares
|
$527,154
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
11,740
shares
|
$507,402
0.0% of portfolio
|
Q4 2024
Reduced 87.25%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
11,615
shares
|
$502,000
0.0% of portfolio
|
Q4 2024
Added 75.9%
|